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Pinnacle Associates’s Xcel Energy XEL Stock Holding History

Pinnacle Associates’s Portfolio XEL Stock Details XEL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$229K Buy
2,846
+257
+10% +$20.5K ﹤0.01% 891
2026
Q1 		$206K Sell
2,589
-198
-7% -$15.5K ﹤0.01% 906
2025
Q4 		$206K Sell
2,787
-77
-3% -$6.07K ﹤0.01% 894
2025
Q3 		$231K Buy
+2,864
New +$207K ﹤0.01% 813
2023
Q2 		– Sell
-3,222
Closed -$217K – 845
2023
Q1 		$217K Buy
3,222
+115
+4% +$7.76K ﹤0.01% 712
2022
Q4 		$218K Buy
+3,107
New +$207K ﹤0.01% 689

Other funds holding XEL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Pinnacle Associates's XEL Position: Q2 2026 in Review

Pinnacle Associates increased its Xcel Energy (XEL) stake by 9.9% in Q2 2026, buying an estimated $20.5K and bringing the position to 2,846 shares worth $229K. The position accounts for ﹤0.01% of the portfolio, ranked #891.

Pinnacle Associates first reported a position in XEL in Q4 2022 and has held it in 6 quarters since. The position peaked at $231K in Q3 2025. 1,291 funds tracked by Wall St. Rank hold XEL as of Q2 2026.

  • Pinnacle Associates held 2,846 shares of Xcel Energy worth $229K as of Q2 2026.
  • Pinnacle Associates bought 257 Xcel Energy shares in Q2 2026, an estimated $20.5K.
  • Xcel Energy made up ﹤0.01% of Pinnacle Associates's portfolio in Q2 2026, its #891 holding.
  • Pinnacle Associates first reported a position in Xcel Energy in Q4 2022 and has held it in 6 quarters since.
  • Pinnacle Associates's Xcel Energy position peaked at $231K in Q3 2025.
  • 1,291 funds tracked by Wall St. Rank held Xcel Energy as of Q2 2026.

Based on Pinnacle Associates's 13F filing for Q2 2026, filed 3 Aug 2026.